Most Finance teams start their AI & Automation journey in the wrong place

Not because of the technology.

Because they start with a project, a tool, an AI initiative...
or worst: a big transformation plan.

But after years working with Finance teams, I’ve noticed something:
The companies that succeed don’t start with a project.
They start with a "path".

A simple question:
Where can technology remove the most friction in our Finance operations over the next months?

Once that path becomes clear, the rest becomes obvious:
▶️ what to build
▶️ what to automate
▶️ where AI makes sense
▶️ what should stay manual

Without that clarity, companies end up with random tech experiments.
With it, Finance teams start transforming how they operate.

These are actually my favorite conversations with CFOs... mapping that path before touching any technology.

If you’re exploring the topic, I’m always happy to exchange ideas.

Have a great week,
Alexis

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Originally posted on LinkedIn:

https://www.linkedin.com/posts/alexischevallot_most-finance-team-start-their-journey-in-activity-7436756899246800896-jN9t